LWM
EVER

LBA Wealth Management’s Everbank Financial Corp EVER Stock Holding History

LBA Wealth Management’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$12K Hold
600
– – 0.01% 316
2016
Q4 		$12K Sell
600
-17,068
-97% -$330K 0.01% 315
2016
Q3 		$342K Sell
17,668
-500
-3% -$9.05K 0.19% 85
2016
Q2 		$270K Sell
18,168
-400
-2% -$5.94K 0.15% 95
2016
Q1 		$280K Hold
18,568
– – 0.16% 95
2015
Q4 		$297K Sell
18,568
-1,667
-8% -$29.9K 0.17% 94
2015
Q3 		$391K Sell
20,235
-500
-2% -$9.93K 0.25% 77
2015
Q2 		$407K Hold
20,735
– – 0.26% 70
2015
Q1 		$374K Hold
20,735
– – 0.24% 71
2014
Q4 		$395K Hold
20,735
– – 0.26% 56
2014
Q3 		$366K Hold
20,735
– – 0.25% 56
2014
Q2 		$418K Sell
20,735
-5,000
-19% -$96.3K 0.34% 53
2014
Q1 		$508K Buy
25,735
+20,168
+362% +$365K 0.42% 48
2013
Q4 		$102K Buy
+5,567
New +$89.4K 0.08% 127

Other funds holding EVER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

LBA Wealth Management's EVER Position: Q1 2017 in Review

LBA Wealth Management held its Everbank Financial Corp (EVER) position steady in Q1 2017 at 600 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #316.

LBA Wealth Management first reported a position in EVER in Q4 2013 and has held it in 14 quarters since. The position peaked at $508K in Q1 2014. 152 funds tracked by Wall St. Rank hold EVER as of Q1 2017.

  • LBA Wealth Management held 600 shares of Everbank Financial Corp worth $12K as of Q1 2017.
  • LBA Wealth Management left its Everbank Financial Corp share count unchanged in Q1 2017.
  • Everbank Financial Corp made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #316 holding.
  • LBA Wealth Management first reported a position in Everbank Financial Corp in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Everbank Financial Corp position peaked at $508K in Q1 2014.
  • 152 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.